Form 990 for tax year 2023

1c · Fundraising events

$3,514

1f · All other contributions, gifts and grants

$3,173,897

1g · Noncash contributions included above

$326,012

2a · Program service revenue: ADMINISTRATION SERVICE

total $3,347,912 · related or exempt $3,347,912

2b · Program service revenue: GRANT REVIEW FEES

total $210,594 · related or exempt $210,594

3 · Investment income

total $2,356,208 · excluded $2,356,208

6a · Gross rents

real property $199,191

6b · Less rental expenses

real property $0

6c · Rental income or loss

real property $199,191

6d · Net rental income or loss

total $199,191 · excluded $199,191

7a · Gross sales of assets other than inventory

securities $11,442,906

7b · Less cost or other basis and sales expenses

securities $10,272,986

7c · Gain or loss

securities $1,169,920

7d · Net gain or loss

total $1,169,920 · excluded $1,169,920

8a · Fundraising events: gross income

$498

8a · Fundraising events: contributions included on line 1c

$3,514

8b · Fundraising events: direct expenses

$7,098

8c · Net income from fundraising events

total -$6,600 · excluded -$6,600

11a · Other revenue: OTHER REVENUE

total $3,110 · excluded $3,110

11b · Other revenue: PASSTHROUGH INCOME (LOSS)

total -$152,591 · unrelated business $394,114 · excluded -$546,705

11e · Other revenue, total

-$149,481

1 · Grants to domestic organizations and governments

total $7,555,895 · program services $7,555,895

2 · Grants to domestic individuals

total $86,200 · program services $86,200

5 · Compensation of officers, directors and key employees

total $659,726 · program services $560,766 · management and general $98,960

7 · Other salaries and wages

total $1,202,360 · program services $1,022,006 · management and general $180,354

8 · Pension plan contributions

total $64,113 · program services $54,496 · management and general $4,928 · fundraising $4,689

9 · Other employee benefits

total $88,808 · program services $75,487 · management and general $8,113 · fundraising $5,208

10 · Payroll taxes

total $127,337 · program services $108,236 · management and general $19,101

11b · Fees: legal

total $142,212 · program services $120,880 · management and general $21,332

11c · Fees: accounting

total $76,135 · program services $64,715 · management and general $11,420

11d · Fees: lobbying

total $14,100 · program services $11,844 · management and general $2,115 · fundraising $141

11f · Fees: investment management

total $440,320 · program services $440,320

11g · Fees: other

total $1,070,578 · program services $907,635 · management and general $118,842 · fundraising $44,101

12 · Advertising and promotion

total $230,990 · program services $194,900 · management and general $30,306 · fundraising $5,784

13 · Office expenses

total $104,102 · program services $92,788 · management and general $8,642 · fundraising $2,672

14 · Information technology

total $152,653 · program services $128,228 · management and general $22,898 · fundraising $1,527

16 · Occupancy

total $40,821 · program services $34,290 · management and general $6,123 · fundraising $408

17 · Travel

total $15,836 · program services $13,460 · management and general $1,584 · fundraising $792

19 · Conferences, conventions and meetings

total $30,453 · program services $25,885 · management and general $3,045 · fundraising $1,523

20 · Interest

total $9,501 · program services $8,076 · management and general $950 · fundraising $475

22 · Depreciation, depletion and amortization

total $95,427 · program services $81,113 · management and general $9,543 · fundraising $4,771

23 · Insurance

total $68,802 · program services $58,482 · management and general $6,880 · fundraising $3,440

24a · Other expenses: UBIT TAXES

total $6,915 · program services $6,915

24b · Other expenses: SPECIAL EVENTS

total $60,126 · program services $51,107 · management and general $6,013 · fundraising $3,006

24c · Other expenses: PROFESSIONAL DEVELOPMEN

total $12,065 · program services $10,255 · management and general $1,207 · fundraising $603

24d · Other expenses: MISCELLANEOUS

total $11,368 · program services $9,665 · management and general $1,135 · fundraising $568

24e · All other expenses

total $29,697 · program services $25,133 · management and general $3,513 · fundraising $1,051

1 · Cash, non-interest-bearing

beginning of year $288 · end of year $288

2 · Savings and temporary cash investments

beginning of year $4,352,195 · end of year $3,500,819

3 · Pledges and grants receivable

beginning of year $10,000 · end of year $10,000

4 · Accounts receivable

beginning of year $100,288 · end of year $141,917

9 · Prepaid expenses and deferred charges

beginning of year $96,733 · end of year $105,160

10a · Land, buildings and equipment: cost or other basis

$2,170,516

10b · Land, buildings and equipment: accumulated depreciation

$1,153,429

10c · Land, buildings and equipment, net

beginning of year $1,084,803 · end of year $1,017,087

11 · Investments: publicly traded securities

beginning of year $83,043,491 · end of year $92,500,889

12 · Investments: other securities

beginning of year $1,732,111 · end of year $1,732,111

17 · Accounts payable and accrued expenses

beginning of year $1,691,798 · end of year $1,566,072

18 · Grants payable

beginning of year $15,000 · end of year $0

27 · Net assets without donor restrictions

beginning of year $88,713,111 · end of year $97,442,199